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Overview
What are Assignment Groups?
Assignment Groups organize manual user tasks into work baskets. Work baskets are defined by how similar the tasks are to each other and how the tasks support resolution. This enables users to complete work they are familiar with and are skilled at. For example, a user who is an expert at submitting chargebacks would work the Next Recovery Deadline assignment group because the tasks in that group all involve the chargeback process.
How is work prioritized?
User tasks are prioritized by days to act, which means cases that are approaching the next or final deadline will be worked first. The secondary filter is dollar amount, so work is assigned based on how soon the claim will reach the next or final regulatory or association deadline, then by the claim value in dollar amount.
How are Assignment Groups managed?
Users can only work from the Assignment Groups they have available. Managers determine which Assignment Groups their team members can work from. As little as one Assignment Group and as many as all groups can be enabled for each user.
Assignment Groups
Summary of each Assignment Group
